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Olistico Wealth, LLC · 13F 持仓分析
期权收益计算器 机构排行

Olistico Wealth, LLC

No.2838 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.34亿
环比变动 Q1 2026
+$3,079.2万+15.2%
持仓股票数
334
新买入
4
加仓
59
减仓
50
清仓
11
持股不变
221
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VUG
9.31%9.08%$2,176.1万130.3万股$1,842.3万4.2万股+126.1万股+2,989.14%加仓
苹果AAPL
7.54%7.62%$1,763.2万6.1万股$1,546.3万6.1万股+7股+0.01%加仓
G通用动力VTI
6.89%6.77%$1,610.4万82.6万股$1,375.1万4.3万股+78.3万股+1,826.80%加仓
V先锋领航全球基金VGT
6.04%5.07%$1,412.0万56.9万股$1,029.1万1.5万股+55.4万股+3,754.59%加仓
C资本集团股息价值CCBG
4.52%4.39%$1,057.3万21.5万股$890.3万20.9万股+5,269股+2.52%加仓
V先锋领航指数基金VTV
3.99%4.14%$933.2万21.1万股$839.9万4.3万股+16.8万股+392.75%加仓
英伟达NVDA
3.83%3.85%$895.5万4.5万股$780.5万4.5万股00.00%持仓不变
C资本集团成长ETFCGGR
3.31%3.2%$774.7万16.4万股$648.6万16.1万股+2,757股+1.71%加仓
亚马逊AMZN
2.7%2.71%$630.6万2.6万股$551.0万2.6万股00.00%持仓不变
CCAPITAL INTL FOCUS EQTCGXU
1.91%1.73%$445.6万12.9万股$351.0万11.9万股+9,696股+8.15%加仓
博通AVGO
1.81%1.71%$423.0万1.1万股$346.6万1.1万股00.00%持仓不变
谷歌AGOOGL
1.72%1.59%$402.0万1.1万股$323.5万1.1万股-3股-0.03%减仓
S嘉信策略信托SCHD
1.63%1.71%$381.9万12.0万股$346.2万11.3万股+7,619股+6.75%加仓
ONEOKOKE
1.63%2.09%$380.8万10.7万股$423.5万4.7万股+6.0万股+127.96%加仓
V先锋领航全球基金MGV
1.51%1.44%$354.1万2.2万股$292.6万2.0万股+1,477股+7.32%加仓
DDimensional维度·U.S. SMALL CAP ETFDFAS
1.43%1.37%$334.8万4.1万股$278.1万3.9万股+1,569股+4.01%加仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
1.4%1.35%$327.5万7.9万股$274.3万7.0万股+8,991股+12.77%加仓
ALLIANT ENERGY COMLNT
1.31%1.42%$307.0万4.0万股$288.7万4.0万股00.00%持仓不变
微软MSFT
1.31%1.56%$306.0万8,203股$316.0万8,537股-334股-3.91%减仓
CCAPITAL CORE EQUITY ETCGUS
1.3%1.29%$303.8万6.8万股$262.4万6.8万股+10股+0.01%加仓
SSPDR标普500 ETFSPY
1.26%1.26%$293.8万3,935股$255.8万3,933股+2股+0.05%加仓
礼来LLY
1.23%1.08%$286.5万2,388股$218.6万2,377股+11股+0.46%加仓
AAAONAAON
0.97%0.73%$227.1万1.8万股$148.1万1.8万股00.00%持仓不变
DDimensional维度ETF信托DFAC
0.93%0.94%$217.8万4.9万股$190.8万4.9万股00.00%持仓不变
DDimensional维度·U.S. TARGETED VALUE ETFDFAT
0.93%0.91%$216.9万3.1万股$185.6万3.0万股+1,324股+4.46%加仓
卡特彼勒CAT
0.88%0.68%$206.8万1,942股$137.6万1,942股00.00%持仓不变
美国运通AXP
0.82%0.84%$190.6万5,634股$170.3万5,632股+2股+0.04%加仓
摩根大通JPM
0.81%0.88%$189.7万5,795股$178.2万6,057股-262股-4.33%减仓
V先锋领航指数基金VV
0.79%0.79%$183.9万5,348股$159.8万5,346股+2股+0.04%加仓
DDimensional维度ETF信托DFAU
0.77%0.77%$179.3万3.5万股$157.1万3.5万股-143股-0.41%减仓
IiShares安硕·COREIJR
0.74%0.81%$172.3万1.2万股$163.9万1.3万股-1,571股-11.91%减仓
好市多COST
0.72%0.89%$169.5万1,812股$180.3万1,810股+2股+0.11%加仓
DDELL TECHNOLOGIES INC CLASS CDELL
0.69%0.35%$161.5万3,742股$71.3万4,342股-600股-13.82%减仓
高盛GS
0.68%0.65%$159.4万1,576股$131.5万1,554股+22股+1.42%加仓
V先锋领航指数基金VOO
0.68%0.61%$159.3万18.1万股$122.9万2,057股+17.9万股+8,681.19%加仓
AAlphabet Inc Class CGOOG
0.68%0.63%$158.6万4,490股$128.8万4,490股00.00%持仓不变
S道富XLI
0.59%0.6%$138.8万7,494股$120.9万7,478股+16股+0.21%加仓
V先锋领航全球基金VCR
0.58%0.61%$134.4万3,389股$124.2万3,459股-70股-2.02%减仓
沃尔玛WMT
0.57%0.72%$134.2万1.2万股$147.1万1.2万股+15股+0.13%加仓
埃克森美孚XOM
0.56%0.79%$130.0万9,509股$161.3万9,508股+1股+0.01%加仓
AMD超威AMD
0.55%0.28%$129.5万2,229股$55.9万2,747股-518股-18.86%减仓
IIBMIBM
0.55%0.55%$128.8万4,580股$111.0万4,580股00.00%持仓不变
麦当劳MCD
0.55%0.72%$127.8万4,729股$147.0万4,729股00.00%持仓不变
可口可乐KO
0.51%0.55%$118.4万1.5万股$110.8万1.5万股00.00%持仓不变
CASEYS GEN STORESCASY
0.5%0.54%$117.7万1,481股$110.1万1,512股-31股-2.05%减仓
伯克希尔哈撒韦BRK.B
0.5%0.55%$117.1万2,340股$111.3万2,322股+18股+0.78%加仓
Meta平台META
0.5%0.59%$116.3万2,064股$119.5万2,089股-25股-1.20%减仓
VisaV
0.46%0.46%$107.8万3,142股$93.8万3,105股+37股+1.19%加仓
EENERGY TRANSFER L PET
0.46%0.53%$107.5万5.6万股$108.6万5.6万股00.00%持仓不变
帕兰提尔PLTR
0.45%0.65%$106.3万9,107股$131.9万9,014股+93股+1.03%加仓

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